Skip to main content
Development environment — mock providers only. Not for production tax filing. We do not promise a guaranteed refund or CRA outcome.

The process

How it works

Six clear steps from intake to confirmation. A person reviews before anything is filed.

  1. 1

    Create your account

    Sign up securely and complete a guided questionnaire about your tax year. No CRA login needed.

  2. 2

    Upload your documents

    Drag and drop tax slips and receipts into your encrypted workspace. We flag anything missing.

  3. 3

    Approve your quote

    Review a fixed-fee quote for your situation and sign the engagement terms before work begins.

  4. 4

    We prepare and review

    A preparer builds your return and an independent reviewer checks it. Separation of duties, always.

  5. 5

    Sign and pay

    Approve your return summary, sign Form T183 electronically, and pay the fixed preparation fee.

  6. 6

    We file and confirm

    We transmit through certified filing software and keep your confirmation in a private vault.